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Wealthfront’s S&P Global SPGI Stock Holding History

Wealthfront’s Portfolio SPGI Stock Details SPGI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		$1.52M Sell
7,779
-539
-6% -$111K 0.01% 178
2018
Q2 		$1.7M Sell
8,318
-210
-2% -$41.5K 0.02% 148
2018
Q1 		$1.63M Buy
8,528
+1,092
+15% +$202K 0.02% 160
2017
Q4 		$1.26M Buy
7,436
+307
+4% +$50.1K 0.01% 188
2017
Q3 		$1.11M Buy
7,129
+334
+5% +$50.8K 0.01% 175
2017
Q2 		$992K Buy
6,795
+822
+14% +$114K 0.01% 154
2017
Q1 		$781K Buy
5,973
+406
+7% +$50.5K 0.01% 156
2016
Q4 		$599K Sell
5,567
-490
-8% -$58.5K 0.01% 165
2016
Q3 		$767K Buy
6,057
+306
+5% +$36.8K 0.02% 135
2016
Q2 		$617K Buy
+5,751
New +$617K 0.02% 142

Other funds holding SPGI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wealthfront's SPGI Position: Q3 2018 in Review

Wealthfront reduced its S&P Global (SPGI) stake by 6.5% in Q3 2018, selling an estimated $111K and leaving 7,779 shares worth $1.52M. The position accounts for 0.01% of the portfolio, ranked #178.

Wealthfront first reported a position in SPGI in Q2 2016 and has held it in 10 quarters since. The position peaked at $1.7M in Q2 2018. 909 funds tracked by Wall St. Rank hold SPGI as of Q3 2018.

  • Wealthfront held 7,779 shares of S&P Global worth $1.52M as of Q3 2018.
  • Wealthfront sold 539 S&P Global shares in Q3 2018, an estimated $111K.
  • S&P Global made up 0.01% of Wealthfront's portfolio in Q3 2018, its #178 holding.
  • Wealthfront first reported a position in S&P Global in Q2 2016 and has held it in 10 quarters since.
  • Wealthfront's S&P Global position peaked at $1.7M in Q2 2018.
  • 909 funds tracked by Wall St. Rank held S&P Global as of Q3 2018.

Based on Wealthfront's 13F filing for Q3 2018, filed 13 Nov 2018.